Senior Financial Analyst

ABOUT BESTOW

Bestow is a leading insurance technology platform serving some of the world's largest and most innovative life insurers. We are on a mission to increase financial stability for everyone. Bestow is a team of mission-driven, results-oriented individuals. We offer all employees a remote (contiguous 48 only)/hybrid workplace, meaningful benefits, substantial growth opportunities, and equity.

Bestow participates in the E-Verify Program.

ABOUT THE TEAM

Finance at Bestow isn't just about numbers — it's about impact. We drive the insights, strategy, and execution that fuel the company’s next stage of growth. Strategic Finance partners directly with the executive team to shape Bestow’s future, from annual plans to Board presentations to long-range strategy. We think like owners, act like entrepreneurs, and build the operational rigor that enables Bestow to scale faster and smarter. If you thrive in high-growth environments and want a front-row seat to scaling a category leader, you'll love what we're building here.

WHAT YOU’LL DO

We are seeking an experienced, self-motivated Senior Financial Analyst to join our Strategic Finance team. You will build and maintain financial models, deliver deep analysis, and drive insights that support Bestow’s growth initiatives and strategic objectives.

In this role, you will:

• Structure, build, and maintain complex financial and decision-making models, delivering insights and actionable recommendations to executives

• Serve as a key liaison to executive leadership, presenting analysis, communicating insights, and supporting strategic initiatives with clear, concise narratives

• Partner closely with functional leaders and budget owners to provide operational analysis, improve forecasting accuracy, and drive business performance

• Support quarterly and annual budgeting cycles, dynamic forecasting, and long-range strategic planning

• Develop insights leveraging key SaaS financial metrics (ARR, CAC, LTV, net revenue retention) to inform executive decision-making and investor reporting

• Assist in the preparation of Board materials, investor reports, and other high-visibility deliverables with precision and executive polish

• Prepare monthly and quarterly budget vs. actual variance analyses, with clear commentary and action-oriented recommendations

• Lead frequent ad hoc financial analyses and cross-functional projects to support senior leadership and evolving business priorities

• Support the buildout and maintenance of financial planning tools (e.g., Anaplan, Pigment) to enhance scalability and operational efficiency

• Operate as a generalist across Bestow’s business units, gaining broad exposure to different functional areas and strategic initiatives

You will report directly to our Director of Strategic Finance. This is an outstanding opportunity for candidates seeking high-impact experience within a dynamic, high-growth strategic finance organization.

WHO YOU ARE

• B.S. or B.A. in Accounting, Finance, Business, Economics, Math, or other technical fields

• 3–5 years of FP&A experience at a fast-growing enterprise software / SaaS company OR 2–3 years of investment banking experience

• Superior financial analysis skills, including comfort with complex modeling and scenario analysis

• Highly proficient in Microsoft Excel and Google Workspace; experience with Anaplan, Pigment, or similar financial planning tools preferred

• Familiarity with SaaS operating metrics and business models (ARR, CAC, LTV, retention)

• Intellectual curiosity and demonstrated self-starter mentality

• Exceptional presentation skills and attention to detail

• Excellent communicator (written and verbal) with an ability to distill complex information into clear, data-supported narratives

• Collaborative, results-oriented style; a trusted business partner who consistently adds value

• Ability to thrive in a fast-paced, high-growth environment while maintaining precision

• Extraordinary work ethic and commitment to Bestow’s mission

TOTAL REWARDS

At Bestow, we’re proud to be awarded for our team members, innovative products, and culture. Our standard benefits include:

• Competitive salary and equity based on role

• Policies and managers that support work/life balance, like our flexible paid time off and parental leave programs

• 100% paid-premium option for medical, dental, and vision insurance

• Lifestyle stipend to support your physical, emotional, and financial wellbeing

• Flexible work-from-home policy and open to remote

• Remote and WFH options, as well as a beautiful, state-of-the-art office in Dallas’ Deep Ellum, for those who prefer an office setting

• Employee-led diversity, equity, and inclusion initiatives

Recent Employer Awards include:

• Best Place for Working Parents 2023

• Great Place to Work Certified, 2022 + 2023 + 2024

• Built In Best Places to Work, 2022 + 2023

• Fortune’s Best Workplaces in Texas 2022 + 2023

• Fortune’s Best Workplaces in Financial Services and Insurance 2022 + 2023

We value diversity at Bestow. The company will recruit, hire, and promote regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, pregnancy or maternity, veteran status, or any other status protected by applicable law. We understand the importance of creating a safe and comfortable work environment and encourage individualism and authenticity in every team member.

Thanks for considering a career at Bestow!